{
  "docId": "019de074-b830-71a9-8058-b0cb4bc8b645",
  "docSlug": "51618b49aae8e2db2d96ea2b43165e32",
  "documentTitle": "Kinnevik | Results Presentation Deck | 45 slides",
  "authorId": "kinnevik",
  "authorName": "Kinnevik",
  "documentKindSlug": "shareholder-letter",
  "documentKindLabel": "Shareholder letter",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-04-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.4138439,
  "pageNumber": 34,
  "pageCount": 45,
  "prevPage": 33,
  "nextPage": 35,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 25,
  "notes": "The slide uses a scatter plot to visualize the relationship between valuation multiples and growth rates across different business models.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-b830-71a9-8058-b0cb4bc8b645/34",
  "deckHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645",
  "deckJsonHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645.json",
  "deckAnchorHref": "/decks/019de074-b830-71a9-8058-b0cb4bc8b645#slide-34",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.602,
        "x": 0.355,
        "y": 0.52
      },
      "kind": "chart",
      "text": "EV/NTM Revenue and Revenue Growth Key Public Benchmarks as at Quarter-End",
      "attrs": null,
      "subkind": "scatter",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "34e58053-70f9-4402-ad89-0c385a2fd3e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.205,
        "x": 0.677,
        "y": 0.23
      },
      "kind": "metric",
      "text": "8% Unlisted Portfolio Weight",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2dd9e94c-6274-4ba2-a0e2-ff2640afd1e3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.215,
        "x": 0.677,
        "y": 0.35
      },
      "kind": "metric",
      "text": "(10)% Fair Value Change (Q/Q)",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc8639a7-69cc-4d13-9274-f47d7825890d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.045,
        "w": 0.305,
        "x": 0.043,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "Our Consumer Finance businesses are benchmarked against different but in part overlapping public market benchmarks, reflecting their differences and similarities in business models.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63da4b8a-c919-45f5-a8e4-4a4a14647818",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.41,
        "x": 0.355,
        "y": 0.45
      },
      "kind": "source-note",
      "text": "Note: \"Peer Top Quartile\" data points are the average metrics of the top quartile peers in terms of revenue multiple",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3653099d-01f8-4464-ab93-ed57f549b24d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.288,
        "x": 0.355,
        "y": 0.232
      },
      "kind": "table",
      "text": "Revenue Growth (2022) 25% 2% (2)%; Gross Margin (2022) 47% 66% 74%; EV/NTM R 5.5x 6.0x 9.1x; EV/NTM R (Q/Q Change) +6% +4% +7%; Equity Value (Q/Q Change) (6)% 1% +9%",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "012a455e-1862-4f64-aa4c-00b021bb0103",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.136,
        "x": 0.043,
        "y": 0.23
      },
      "kind": "title",
      "text": "CONSUMER FINANCE",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b52d212d-8d09-4064-a22a-710d119a9fec",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "7156635b-22ea-47d4-af64-e198f7aac7a1",
      "evidence": "EV/NTM Revenue and Revenue Growth Key Public Benchmarks as at Quarter-End",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "comparison_frame",
      "slug": null,
      "matchId": "2b2fba21-07b4-456d-8cb1-c1991bfb8adf",
      "evidence": "Benchmarking investees against public market peers",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 34,
      "from": 30,
      "beatId": "170cdd3a-bd7d-4f70-8730-d66b6d3ca484",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Comparison",
      "beatSlug": null,
      "evidence": "The peer benchmarks for various segments allow for comparison and context.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}